finance

Lots of negativity on SaaS. Bear case seems to be:

1. AI makes seat growth harder as companies are more efficient
2. AI is a net cost for SaaS to integrate, negative on margins
3. Highly priced stocks with no room for slowing growth/margins. 

Thoughts?

I can see this for some companies, definitely not for others tho

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Nothing baked enough to share with conviction.

I agree, likely some combination data usage and data asset ownership based

Any specific business model change in mind?

I think they have to add a usage based pricing tier or take into account in some way.

Too early to tell. I do expect a seachange though, and that includes business model change.

Been seeing a lot of businesses throwing in "GenAI" all over the place as if it were the feature that solved the business challenges. But GenAI (and all other forms of AI/ML) are just tools. If your product has a stagnant vision that nobody wanted before, throwing GenAI into it isn't going to make them want you.